Create An Order From An Email

This NINJA tutorial will show you how to create an order using a link in an email WITHOUT any add to cart or checkout steps.

This will work really well in case someone abandons an initial upsell. Rather than sending them back to the upsell page, just upsell them straight from the email!

This tutorial requires the FormLift Payments Extension and the FormLift One Click Upsell Extension.

1. How It Works:

It’s actually quite simple.

Following the purchase of any product using a FormLift order form, simply paste in any button or link in a subsequent email to the client one of the “One Click Upsell” triggers:


Standard Usage:

https://example.com/next-page/?formlift_action=upsell&product_id=1234

Replace “1234” with the id of your product in Infusionsoft

Apply A Discount:

https://example.com/next-page/?formlift_action=upsell&product_id=1234&discount=PROMOCODE

Sell A Subscription:

Replace product_id with subscription_id

https://example.com/next-page/?formlift_action=upsell&subscription_id=1234

Redirect To a Different Website:

https://example.com/?formlift_action=upsell&product_id=1234&redirect_to=https://othersite.com/thank-you/

The trigger, provided they are using the same browser as the used to purchase, will create and charge an order to the client!

Cases in which this may not work:

They open the abandonment email from a different browser, a different device, or they closed their browser in between the initial sale and the email, so make sure you send it out within the first 12 hours after the sale or the chances of any of those happening are quite high.

THAT’S IT!

The Upsell will be charged using your default merchant account.

By |2018-05-22T13:55:11+00:00May 22nd, 2018|Documentation|0 Comments

About the Author:

Adrian Tobey is a certified Digital Marketer from Canada's leading digital marketing training company Training Businesses Pros. Along with providing and training best digital marketing practices, he is the lead developer and creator of FormLift.

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